Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 8.14 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
458
shares
|
$26,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
451
shares
|
$25,955
0.0% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
425
shares
|
$24,458
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
390
shares
|
$22,444
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
370
shares
|
$21,293
0.0% of portfolio
|
Q2 2025
Reduced 37.18%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
355
shares
|
$20,430
0.0% of portfolio
|
Q1 2025
Reduced 51.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
337
shares
|
$19,394
0.0% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
302
shares
|
$17,380
0.0% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
300
shares
|
$17,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
293
shares
|
$16,862
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
182
shares
|
$10,474
0.0% of portfolio
|
Q2 2025
Added 73.33%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
141
shares
|
$8,114
0.0% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
118
shares
|
$6,790
0.0% of portfolio
|
Q2 2025
Reduced 43.54%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
116
shares
|
$6,675
0.0% of portfolio
|
Q4 2024
Reduced 81.56%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
111
shares
|
$6,388
0.0% of portfolio
|
Q2 2025
Reduced 86.18%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
109
shares
|
$6,272
0.0% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
104
shares
|
$5,985
0.0% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
104
shares
|
$5,985
0.0% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
100
shares
|
$5,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
95
shares
|
$5,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
90
shares
|
$5,179
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
82
shares
|
$4,719
0.0% of portfolio
|
Q2 2025
Reduced 48.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
80
shares
|
$4,604
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
69
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
Reduced 24.18%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
64
shares
|
$3,683
0.0% of portfolio
|
Q2 2025
Added 10.34%
|